DIHP β€” DIMENSIONAL ETF TRUST

Ownership history in Oceanside Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

Oceanside Advisors LLC reported DIMENSIONAL ETF TRUST (DIHP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.41% in 2024 Q1. The latest visible filing shows DIHP at 5.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oceanside Advisors LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIHP was reported at 5.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.41% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oceanside Advisors LLC held DIHP β€” position size vs. price
% of Fund (quarterly)    DIHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 274,498 -2,307 -0.8% 5.27% $8.7M 2026-02-14 (Est.) $34.56
2025 Q3 ADDED 276,805 +4,192 +1.5% 5.26% $8.4M 2025-11-07 $30.54
2025 Q2 REDUCED 272,613 -207 -0.1% 5.38% $8.0M 2025-07-17 $28.96
2025 Q1 ADDED 272,820 +7,730 +2.9% 5.32% $7.3M 2025-04-25 $27.04
2024 Q4 ADDED 265,090 +17,561 +7.1% 4.99% $6.7M 2025-01-29 $25.75
2024 Q3 ADDED 247,529 +7,247 +3.0% 5.11% $6.9M 2024-10-28 $25.92
2024 Q2 REDUCED 240,282 -2,345 -1.0% 5.11% $6.3M 2024-07-25 $25.31
2024 Q1 ADDED 242,627 +4,982 +2.1% 5.41% $6.5M 2024-04-24 $25.03
2023 Q4 INITIATED 237,645 β€” β€” 5.38% $6.1M 2024-02-15 $24.86

FAQ About Oceanside Advisors LLC and DIHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oceanside Advisors LLC reported owning DIHP?

Oceanside Advisors LLC reported DIHP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIHP position in Oceanside Advisors LLC's portfolio?

The largest reported portfolio weight for DIHP was 5.41% in 2024 Q1.

What is the latest reported DIHP position on this page?

The most recent filing on this page is 2025 Q4, when Oceanside Advisors LLC reported 274,498 shares, equal to 5.27% of portfolio, with an estimated market value of $8.7M.

What does the chart on this DIHP ownership page compare?

The chart compares Oceanside Advisors LLC's quarterly DIHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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